Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$795B
AUM Growth
+$34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,842
New
Increased
Reduced
Closed

Top Sells

1 +$6.33B
2 +$6.3B
3 +$4.35B
4
VTV icon
Vanguard Value ETF
VTV
+$4.34B
5
AAPL icon
Apple
AAPL
+$2.05B

Sector Composition

1 Technology 11.27%
2 Healthcare 8.46%
3 Financials 8.34%
4 Industrials 6.27%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4101
$999K ﹤0.01%
99,999
4102
$999K ﹤0.01%
22,315
+11,344
4103
$999K ﹤0.01%
70,407
-1,220
4104
$997K ﹤0.01%
63,406
+24,443
4105
$997K ﹤0.01%
152,725
+61,479
4106
$992K ﹤0.01%
18,257
-11,799
4107
$990K ﹤0.01%
55,015
+15,547
4108
$988K ﹤0.01%
45,574
-2,151
4109
$987K ﹤0.01%
342,803
+71,361
4110
$987K ﹤0.01%
97,429
+21,067
4111
$986K ﹤0.01%
529,929
+93,044
4112
$985K ﹤0.01%
18,592
-859
4113
$983K ﹤0.01%
28,432
-21,811
4114
$983K ﹤0.01%
100,000
4115
$979K ﹤0.01%
126,425
-73,869
4116
$975K ﹤0.01%
17,974
+2,800
4117
$974K ﹤0.01%
23,363
+10,614
4118
$973K ﹤0.01%
36,824
-9,535
4119
$969K ﹤0.01%
123,172
+37,866
4120
$969K ﹤0.01%
+47,453
4121
$969K ﹤0.01%
46,604
+27,259
4122
$968K ﹤0.01%
517,568
-53,360
4123
$966K ﹤0.01%
33,755
-13,811
4124
$965K ﹤0.01%
+181,476
4125
$963K ﹤0.01%
157,112
-90,759